Jessica Sowers

Adam Carlin is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Avantax Advisory Services and its affiliated entities for several years and currently owns Adam M. Carlin CPA, PLLC, a public accounting firm. Outside of his advisory work, he is involved with the Rotary Club of Romney, West Virginia. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing advisor-managed accounts, model portfolios, and third-party solutions, along with retirement and fiduciary capabilities integrated within its institutional platform.

Michael Freiman is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory work, he serves on the boards of the Field of Firsts Foundation and the University of Maryland College Park Foundation, participating actively in their investment committees. He is also involved with Zuma4Productions, a commercial, music video, and film production company. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering a wide range of advisory programs to both individual and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and the Global Investment Committee’s return estimates.

Rodney Barker is a Series 66 licensed financial advisor with Edward Jones, based in Cumberland, MD, and has 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors and 15,000 branch offices, offering a variety of advisory programs and investment solutions under a fiduciary standard.

Patrick Cunningham is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory role, he provides notary services without fees and has involvement in fixed insurance sales. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment solutions, ranging from model portfolios to customized discretionary arrangements.